What You Pay Matters
When you overpay, there is zero margin for error. The problem with investing without any margin for error is the…
Will Artificial Research Really Last?
When everyone buys the same set of stocks, a very interesting trend is likely. These stocks show superior performance that…
Why Defensive Investing Can Deliver Now!
Conviction will always remain the biggest portfolio driver, especially in the toughest of times. In past cycles, the market repeatedly…
Why Thinking Top-down Matters Now?
Is the market showing enough conviction in equity right now? A cursory look at flows will indicate strong domestic conviction…
Time to Invert
Will the market hold at current levels? Should we deploy money now or should we wait? Is it too late…
Where Will The Money Go Now?
The return of the FIIs seems to have just begun. After relentlessly selling Indian equities through the entire year in…
Will The Bull Grip Last
All the action of this result season was reserved for the last week. In the early weeks, the bluechips and…
The Opportunity In Irrationality
Respecting valuation is a fundamental behavioural trait in every good investor. Losing sight of valuation discipline in a soaring, frothy…
Turn Inward
Every investor will always be asking questions. These questions will mostly be targeted at others. We tend to show excessive…
Free Hit In Value Investing
Equity clearly remains the preferred asset class right now. This has more to do with other asset classes like real…
The Contrarian Edge
Contrarian investing, when done with a strong valuation alignment, can be very powerful even while investing in thematic mutual funds.…
Will Results Turn The Tide?
Taking a contrarian position in a theme in the face of adverse public opinion is never going to be easy.…
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